Our Services

Exempt Market Dealer Services

EMD Essentials*
  • Development of investment strategy, selection of securities instruments and terms.
  • Debt or Equity product structuring.
  • Develop and communicate compelling narratives in offering materials.
  • Marketing and capital raising support.
  • Investor processing including compliance and KYC.
  • Offering Underwriting.

*Bizmark is currently registered in the provinces of Alberta and Ontario, Canada.

Capital Raising
  • Leveraging Bizmark's expansive network of private equity contacts and and corporate partners to raise capital on a world-wide basis (including without limitation Canada, the US, Europe, and the Middle East).
  • Debt and Equity sourcing from Accredited Investors, Institutional Investors, Venture Capital firms, Family Offices and Investment Funds.
  • Private Placement Offerings of exempt market securities.

Funds
  • Leading the creation, formation and structuring of Venture Capital Funds and Syndicates.
  • Preparation of and management of deal documents.
  • Deal and fee structuring.
  • Ensuring fund compliance with regulations and securities laws.
  • Harmonizing transaction stakeholders.
  • Development of investment strategy and analysis of financial metrics.

Transaction Services

M & A Advisory
  • Advise buyers and sellers on asset purchase/sale strategy terms, buyouts and financial considerations.
  • Deal structuring and strategy.
  • Selection of securities and terms.
  • Selection of advisor team.


Asset Sale Structuring
  • Seller or buyer representation.
  • Development of asset sale or purchase strategy.
  • Strategic or financial sale or shareholder/management buyout.
  • Selection of asset sale or purchase terms.

Data Development & Reviews
  • Development of or independent review of data room.
  • Selection of deal documents, including compliance and privacy reviews.
  • Due Diligence facilitation and implementation.

Private Client Services

Business Valuations
  • Fairness opinions.
  • Benchmarking industry standards and financial performance indicators.
  • Enterprise value and pricing assessments.


Legal Reviews*
  • Corporate risk assessments and legal opinions.
  • Document review and creation including Letters of Intent, Purchase and Sale Agreements, and ancillary documents.
  • Deal Negotiations and Legal Closing of Asset and Share Purchases.
  • Intellectual Property evaluations and protection recommendations.

*Outsourced to Partner Law Firm

Restructuring & Growth
  • Refinancing analysis and optimization of capital structure.
  • Analysis and reorganization of corporate governance.
  • Business planning and financial modelling.